Marital Subtrust Ot - Williams
Marital Subtrust OT - Williams is a charitable trust established on September 1, 1998. The trust makes grants for general charitable purposes, with documented giving activity in education and literacy support.
Key facts about Marital Subtrust Ot - Williams
- EIN
- 46-6390566
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $505,000
- Grants made (2024)
- 6
- Average grant
- $84,167
- Median grant
- $42,500
- Primary geography
- California (85% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Marital Subtrust Ot - Williams funds
By grant dollars, the top recipient states for Marital Subtrust Ot - Williams's 6 itemized 2024 grants were California (85%) and New York (10%). The most frequent recipient cities were San Diego, CA (2 grants). 83% of grants with a stated purpose were for general or operating support.
How Marital Subtrust Ot - Williams gives
- Giving fell 41% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Marital Subtrust Ot - Williams
- How to evaluate Marital Subtrust Ot - Williams as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Marital Subtrust Ot - Williams with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$505K
-55.5% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$84K
-62.9% YoY
Grantmaking
The trust awarded a grant of $90,000 to Next Step Learning Center in Oakland, California during the 2024 tax year for general charitable purposes.
Ready to take the next step with Marital Subtrust Ot - Williams?
Geographic Focus
Where this funder awards grants
The trust has demonstrated funding activity in California, specifically supporting organizations in the Oakland area.
Grant Distribution by State
Share of all 6 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Uc Berkeley Foundation ($300,000), Next Step Learning Center ($90,000), Lincoln Center Theater ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UC BERKELEY FOUNDATION Berkeley, CA | GENERAL CHARITABLE PURPOSES | $300,000 |
| NEXT STEP LEARNING CENTER Oakland, CA | GENERAL CHARITABLE PURPOSES | $90,000 |
| LINCOLN CENTER THEATER New York, NY | GENERAL CHARITABLE PURPOSES | $50,000 |
| SDABL CHARITY FOR KIDS San Diego, CA | GENERAL CHARITABLE PURPOSES | $35,000 |
| UH FOUNDATION Honolulu, HI | GENERAL CHARITABLE PURPOSES | $25,000 |
| SAN DIEGO HUMANE SOCIETY San Diego, CA | ENGINEERING STUDENT CENTER EXPANSION AND RENOVATION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard E Gattis | Trustee | 10 | $84,000 |
Recent Activity
Recent developments and announcements
As of 2024, the trust made a significant grant to Next Step Learning Center, a 501(c)(3) organization focused on strengthening Oakland families and providing intensive, personalized tutoring to youth ages 17-25 who have dropped out of school. The $90,000 grant represents support for the organization's literacy and educational programming.
Extension Granted to Treat Marital Trust as Separate TrustsFrequently Asked Questions
How do I apply for a grant from Marital Subtrust Ot - Williams?
The trust awarded a grant of $90,000 to Next Step Learning Center in Oakland, California during the 2024 tax year for general charitable purposes.
Where does Marital Subtrust Ot - Williams make grants?
The trust has demonstrated funding activity in California, specifically supporting organizations in the Oakland area.
What size grants does Marital Subtrust Ot - Williams award?
In 2024, Marital Subtrust Ot - Williams awarded 6 grants totaling $505K — an average of about $84K per grant, based on its IRS Form 990 filings.
What is Marital Subtrust Ot - Williams's EIN?
Marital Subtrust Ot - Williams's EIN (Employer Identification Number) is 46-6390566. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Marital Subtrust Ot - Williams's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Chrysalis Ventures Foundation
San Diego, CA
Assets
$80K
Grants
12
Total Given
$8K
The Lapid Family Charitable FDN
Hood River, OR
Assets
$64
Grants
12
Total Given
$151K
Castor-Bell-Lewis Family Foundation Inc
Tampa, FL
Assets
—
Grants
15
Total Given
$26K
The McDermott Foundation
Winnetka, IL
Assets
$275K
Grants
19
Total Given
$29K
Prospect Creek Foundation
Wayzata, MN
Assets
—
Grants
20
Total Given
$4.9M
Health Quest Foundation
San Diego, CA
Assets
$622K
Grants
22
Total Given
$116K
Myrta J Pulliam Charitable Trust co Holly Pantzer
Indianapolis, IN
Assets
$11.8M
Grants
24
Total Given
$32K
US- Japan Council
Washington, DC
Assets
$43.8M
Grants
25
Total Given
$227K
EGL Charitable Foundation
New York, NY
Assets
$115.3M
Grants
26
Total Given
$14.4M
Ron and Joyce Nelson Family Foundation
New York, NY
Assets
$2.4M
Grants
26
Total Given
$113K
The Lisa & Steve Altman Family
La Jolla, CA
Assets
$936K
Grants
29
Total Given
$606K
Golder Family Foundation
Winnetka, IL
Assets
$7.1M
Grants
32
Total Given
$424K
More Funders in California
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.